Dell Technologies (NYSE:DELL) Director Sells $49,358,544.66 in Stock

Dell Technologies Inc. (NYSE:DELL) Director V (Gp) L.L.C. Slta sold 299,979 shares of the firm’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $164.54, for a total transaction of $49,358,544.66. Following the transaction, the director directly owned 538 shares of the company’s stock, valued at $88,522.52. This represents a 99.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website.

V (Gp) L.L.C. Slta also recently made the following trade(s):

• On Friday, March 20th, V (Gp) L.L.C. Slta sold 150,022 shares of Dell Technologies stock. The stock was sold at an average price of $166.96, for a total value of $25,047,673.12.
• On Monday, March 23rd, V (Gp) L.L.C. Slta sold 459,999 shares of Dell Technologies stock. The stock was sold at an average price of $162.25, for a total value of $74,634,837.75.
• On Tuesday, March 17th, V (Gp) L.L.C. Slta sold 237,431 shares of Dell Technologies stock. The shares were sold at an average price of $154.40, for a total value of $36,659,346.40.
• On Friday, March 6th, V (Gp) L.L.C. Slta sold 4,417 shares of Dell Technologies stock. The stock was sold at an average price of $146.75, for a total value of $648,194.75.
• On Wednesday, March 4th, V (Gp) L.L.C. Slta sold 510,000 shares of Dell Technologies stock. The shares were sold at an average price of $146.83, for a total value of $74,883,300.00.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 277,567 shares of Dell Technologies stock. The shares were sold at an average price of $149.43, for a total transaction of $41,476,836.81.
• On Monday, March 2nd, V (Gp) L.L.C. Slta sold 222,434 shares of Dell Technologies stock. The shares were sold at an average price of $151.13, for a total transaction of $33,616,450.42.

Dell Technologies Stock Performance

Shares of Dell Technologies stock opened at $176.78 on Wednesday. The company has a 50-day simple moving average of $130.58 and a two-hundred day simple moving average of $134.58. The stock has a market capitalization of $114.15 billion, a PE ratio of 20.27, a price-to-earnings-growth ratio of 0.77 and a beta of 0.96. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $178.31.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the prior year, the company posted $2.68 earnings per share. The business’s revenue for the quarter was up 39.5% on a year-over-year basis. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. As a group, equities research analysts forecast that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is 28.90%.

Institutional Trading of Dell Technologies

Several institutional investors and hedge funds have recently modified their holdings of DELL. Brighton Jones LLC increased its position in Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Dell Technologies in the second quarter worth approximately $328,000. American Century Companies Inc. lifted its position in shares of Dell Technologies by 4.0% during the second quarter. American Century Companies Inc. now owns 31,163 shares of the technology company’s stock worth $3,821,000 after purchasing an additional 1,201 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Dell Technologies by 0.5% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,097,849 shares of the technology company’s stock valued at $257,196,000 after buying an additional 10,709 shares in the last quarter. Finally, Coldstream Capital Management Inc. boosted its holdings in shares of Dell Technologies by 33.2% in the second quarter. Coldstream Capital Management Inc. now owns 4,296 shares of the technology company’s stock valued at $527,000 after purchasing an additional 1,071 shares during the period. 76.37% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently commented on DELL. Barclays lifted their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. Raymond James Financial increased their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday. The Goldman Sachs Group assumed coverage on shares of Dell Technologies in a research note on Tuesday, January 13th. They set a “buy” rating and a $165.00 target price for the company. Finally, JPMorgan Chase & Co. lowered their price target on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $164.22.

More Dell Technologies News

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Strong quarterly results and sell?side support — Dell reported an EPS beat and robust revenue growth; Bernstein reiterated an Outperform following the print, supporting bullish momentum. Dell Technologies Rated Outperform After Strong Earnings Beat
• Positive Sentiment: Bank of America raised its price target to $172 and reiterated a Buy, adding analyst conviction that likely contributed to investor demand. BofA price-target raise coverage
• Positive Sentiment: Product and go?to?market moves for AI/security — Dell expanded cybersecurity and resilience offerings for AI deployments and emerging quantum risks, strengthening its enterprise AI/server value proposition. Dell expands cybersecurity and resilience for AI era
• Positive Sentiment: Channel and partner momentum — Redesign Group achieved Titanium Black status in Dell’s partner program, which helps extend sales reach for Dell’s infrastructure products. Redesign Group Titanium Black
• Positive Sentiment: Institutional accumulation — several large funds and the Michael & Susan Dell Foundation have materially increased Dell stakes over recent quarters, signaling institutional confidence and supply sidelining. MarketBeat DELL ownership & flows
• Neutral Sentiment: Broader market tailwinds — an overall risk?on market (geopolitical easing and a strong tape) has helped technology names, amplifying Dell’s move but not unique to the company. Geopolitical thaw helps tech rally
• Negative Sentiment: Insider selling — recent filings show the CAO and other insiders sold shares (including a large CMO disposition), which can raise short?term investor caution even if not uncommon. Insider sale: Richard Troy Sharp CMO sale coverage
• Negative Sentiment: Contrarian valuation/execution concerns — at least one in?depth note argues Dell may be over?priced relative to execution risks despite a large AI backlog, a reminder that upside depends on sustained AI order conversion and margins. Contrarian: Dell not a buy despite $43B AI backlog

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.